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Total Portfolio - New Portfolio
SWest
Total PortfolioIndividual Investor
Ranked #12,243 out of 824,088 TipRanks' Investors
Success Rate
319 out of 392
profitable transactions
profitable transactions
Average Return
58.22%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.61%
6-Month Return▲ 94.89%
12-Month Return▲ 56.71%
YTD Return▲ 72.52%
Total Return▲ 133.50%
Best Trade
Bio
For individual stocks, the goal is mostly value investing however I reserve the right to spice it up from time to time.
Performance
37.37%0-37.37%
▼ 6.38%
▼ 5.57%
▼ 10.22%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 10.24%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 37.37%
May 2025
▲ 9.25%
▲ 5.14%
▲ 13.69%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.74%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 8.32%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 7.68%
Sep 2025
▲ 4.43%
▼ 0.27%
▼ 2.44%
Oct 2025
▼ 6.38%▼ 5.57%▼ 10.22%
▲ 0.80%▼ 0.87%▲ 10.24%
▲ 11.63%▲ 6.28%▲ 37.37%
▲ 9.25%▲ 5.14%▲ 13.69%
▲ 7.60%▲ 2.30%▲ 1.74%
▲ 2.76%▲ 2.05%▲ 8.32%
▲ 12.88%▲ 3.56%▲ 7.68%
▲ 4.43%▼ 0.27%▼ 2.44%
Recent Activity
NV5 Holdings
―
▲ 67.22%
20
Close
Aug 01, 2025
Acuren Corporation
2.09%
▲ 7.80%
1
Open
Aug 01, 2025
Retirement I 2040 Fund - I Class
24.3%
▲ 6.40%
35
Buy
Apr 25, 2022
Vanguard High Dividend Yield Index Fund Admiral Shares
18.34%
▲ 79.21%
60
Buy
Mar 30, 2022
Vanguard FTSE Developed Markets ETF
2.4%
▲ 68.50%
33
Buy
Mar 30, 2022
23andMe Holding
0.05%
▼ 97.49%
22
Buy
Mar 07, 2022
Vanguard U.S. Growth Fund
17.43%
▲ 124.00%
44
Buy
Jan 04, 2022
Vanguard Target Retirement 2040 Fund
4.68%
▲ 81.13%
25
Buy
Jan 04, 2022
Vanguard International Growth Fund
7.73%
▲ 54.91%
45
Buy
Jan 04, 2022
Jumia Technologies AG
1.67%
▲ 78.24%
14
Buy
Dec 20, 2021
Sea
1.85%
▼ 20.04%
8
Buy
Nov 16, 2021
Trilogy Metals
0.79%
▲ 245.45%
1
Open
Aug 20, 2021
Alibaba
2.97%
▲ 8.05%
11
Buy
Aug 18, 2021
Vanguard Total Stock Market ETF
5.52%
▲ 116.44%
25
Buy
Aug 18, 2021
Vanguard Health Care ETF
2.14%
▲ 53.61%
15
Buy
Jul 16, 2021
Carnival
―
▲ 137.48%
8
Close
Jun 02, 2021
Berkshire Hathaway B
―
▲ 12.71%
6
Close
Dec 28, 2020
Apple
4.71%
▲ 260.13%
4
Buy
Oct 21, 2020
Tencent Holdings
―
▲ 19.55%
5
Close
Apr 14, 2020
Ibio
―
▼ 22.45%
2
Close
Mar 09, 2020